Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$248K Buy
2022
Q1
Sell
2021
Q4
$237K Hold
2021
Q3
$201K Hold
2021
Q2
$273K Hold
2021
Q1
$260K Hold
2020
Q4
$238K Hold
2020
Q3
$230K Buy
2019
Q3
Sell
2019
Q2
$232K Sell
2019
Q1
$290K Buy
2018
Q4
$241K Buy
2018
Q3
$348K Hold
2018
Q2
$328K Buy
2018
Q1
$347K Buy
2017
Q4
$353K Buy
2017
Q3
$316K Sell
2017
Q2
$333K Buy